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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,688 | $209,425-65.3% | $178,499-59.3% | $158,966-54.3% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 17.92% | 188.80%-170.9pp | 151.10%-133.2pp | 302.95%-285.0pp |
| Employer contribution / active EE | $4,683 | $5,707-17.9% | $5,011-6.5% | $4,762-1.7% |
| Participant deferral / active EE | $1,580 | $5,955-73.5% | $5,202-69.6% | $5,983-73.6% |
| Admin fee / account holder | $1,244 | $17,078-92.7% | $13,986-91.1% | $11,250-88.9% |